Sou Hu Cai Jing·2025-08-07 06:03Group 1 - The U.S. government plans to impose a 100% tariff on imported semiconductors, but companies that have invested or committed to invest in U.S. manufacturing will be exempt from this tariff [2] - Nvidia and Apple have been confirmed to receive tariff exemptions due to their significant investments in the U.S. [2] - Apple announced a plan to invest $600 billion in the U.S. over the next four years as part of its American Manufacturing Program (AMP), aimed at increasing domestic production of key components [2] Group 2 - Apple’s initial partners in the AMP include Corning, Coherent, GlobalWafers America, Applied Materials, Texas Instruments, Samsung, GlobalFoundries, Amkor, and Broadcom, all of which are expected to benefit from the tariff exemptions [2] - TSMC is also expected to receive tariff exemptions, with plans to invest an additional $100 billion in the U.S. to build advanced semiconductor facilities [3] - Samsung and SK Hynix are set to receive exemptions as well, with Samsung committing to invest $45 billion in the U.S. by 2030 for advanced manufacturing facilities [3]